Vault-13

INVESCO EXCHANGE TRADED FD T RSPD

S&P500 EQL DIS · ETP · CUSIP 46137V381

87 institutional holders -1 vs Q3 2025
2,614,0922.6m shares reported held*
$148.8mreported value*
10 new 20 added 35 reduced 10 sold out net sold ≈ $13.2m (-239.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.92.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 67Q4 22: 81Q1 23: 89Q2 23: 92Q3 23: 103Q4 23: 109Q1 24: 93Q2 24: 101Q3 24: 80Q4 24: 97Q1 25: 82Q2 25: 84Q3 25: 88Q4 25: 8787Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202267
Q4 202281
Q1 202389
Q2 202392
Q3 2023103
Q4 2023109
Q1 202493
Q2 2024101
Q3 202480
Q4 202497
Q1 202582
Q2 202584
Q3 202588
Q4 202587

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 41 bought or addedQ1 24: 58 cut or sold outQ2 24: 32 bought or addedQ2 24: 56 cut or sold outQ2 24Q3 24: 33 bought or addedQ3 24: 58 cut or sold outQ4 24: 51 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 55 cut or sold outQ2 25: 24 bought or addedQ2 25: 49 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 38 cut or sold outQ4 25: 30 bought or addedQ4 25: 45 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244158
Q2 20243256
Q3 20243358
Q4 20245133
Q1 20252555
Q2 20252449
Q3 20253538
Q4 20253045

Biggest buyers

Harel Insurance Investments & Financial Services Ltd. Added +103,795+103.8k
United Asset Strategies, Inc. New +55,154+55.2k
Focus Partners Wealth New +37,925+37.9k
PRECEDENT WEALTH PARTNERS, LLC New +29,739+29.7k
WELLS FARGO & COMPANY/MN Added +28,616+28.6k
Hills Bank & Trust Co New +17,851+17.9k
TD Waterhouse Canada Inc. New +9,892+9.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +8,465+8.5k
UBS Group AG Added +5,756+5.8k
Blue Chip Partners, LLC New +5,170+5.2k

Biggest sellers

Strategic Wealth Partners, Ltd. Reduced -125,097-125.1k
JPMORGAN CHASE & CO Reduced -94,344-94.3k
PARK AVENUE SECURITIES LLC Sold out -78,653-78.7k
ROYAL BANK OF CANADA Reduced -71,926-71.9k
Sanctuary Advisors, LLC Reduced -61,692-61.7k
SYKON CAPITAL LLC Sold out -34,532-34.5k
LPL Financial LLC Reduced -31,281-31.3k
BRIAN LOW FINANCIAL GROUP, LLC Sold out -12,128-12.1k
OSAIC HOLDINGS, INC. Reduced -11,443-11.4k
CITADEL ADVISORS LLC Sold out -10,911-10.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harel Insurance Investments & Financial Services Ltd. 0.41% of their portfolio Ramat Gan, L3 824,352824.4k $47.0m $47.0m 0.41% Added +103.8k +103,795
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 199,620199.6k $11.4m $11.4m 0.00% Reduced -31.3k -31,281
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 154,469154.5k $8.8m $8.8m 0.00% Added +28.6k +28,616
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 146,612146.6k $8.4m $8.4m 0.00% Added +2.6k +2,634
5 Legend Financial Advisors, Inc. 4.49% of their portfolio PITTSBURGH, PA 130,086130.1k $7.4m $7.4m 4.49% Added +2.3k +2,311
6 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 121,070121.1k $6.9m $6.9m 0.01% Reduced -1.6k -1,643
7 LEUTHOLD GROUP, LLC 0.41% of their portfolio MINNEAPOLIS, MN 65,98166.0k $3.8m $3.8m 0.41% Reduced -2.4k -2,428
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 56,41556.4k $3.2m $3.2m 0.00% Added +4.2k +4,199
9 United Asset Strategies, Inc. 0.24% of their portfolio GARDEN CITY, NY 55,15455.2k $3.1m $3.1m 0.24% New
10 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 54,58954.6k $3.1m $3.1m 0.03% Added +503 +503
11 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 53,54353.5k $3.1m $3.1m 0.01% Added +3.8k +3,779
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 52,13852.1k $3.0m $3.0m 0.00% Reduced -94.3k -94,344
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 43,22843.2k $2.5m $2.5m 0.00% Added +4.5k +4,476
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 38,99439.0k $2.2m $2.2m 0.00% Added +5.8k +5,756
15 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 37,92537.9k $2.2m $2.2m 0.00% New
16 Legacy Private Trust Co. 0.11% of their portfolio NEENAH, WI 33,87933.9k $1.9m $1.9m 0.11% Added +4.2k +4,156
17 VISTA INVESTMENT MANAGEMENT 0.61% of their portfolio PITTSBURGH, PA 32,64932.6k $1.9m $1.9m 0.61% Added +847 +847
18 Yoder Wealth Management, Inc. 0.81% of their portfolio WALNUT CREEK, CA 31,37831.4k $1.8m $1.8m 0.81% Reduced -1.7k -1,701
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 30,60630.6k $1.7m $1.7m 0.00% Unchanged
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,96530.0k $1.7m $1.7m 0.00% Reduced -71.9k -71,926
21 PRECEDENT WEALTH PARTNERS, LLC 0.36% of their portfolio HOUSTON, TX 29,73929.7k $1.7m $1.7m 0.36% New
22 Carnegie Investment Counsel 0.03% of their portfolio PEPPER PIKE, OH 29,11029.1k $1.7m $1.7m 0.03% Reduced -246 -246
23 Friedenthal Financial 0.76% of their portfolio MARLTON, NJ 25,90125.9k $1.5m $1.5m 0.76% Reduced -1.1k -1,144
24 Joseph P. Lucia & Associates, LLC 0.49% of their portfolio Yorktown Heights, NY 23,82323.8k $1.4m $1.4m 0.49% Reduced -175 -175
25 PINNACLE ASSOCIATES LTD 0.02% of their portfolio NEW YORK, NY 22,54522.5k $1.3m $1.3m 0.02% Reduced -1.2k -1,170
26 Walker Asset Management, LLC 0.63% of their portfolio SPRINGFIELD, MO 20,56420.6k $1.2m $1.2m 0.63% Reduced -497 -497
27 Hills Bank & Trust Co 0.06% of their portfolio North Liberty, IA 17,85117.9k $1.0m $1.0m 0.06% New
28 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 17,57217.6k $1.0m $1.0m 0.00% Reduced -2.0k -1,969
29 Davis Investment Partners, LLC 0.34% of their portfolio CHARLOTTE, NC 17,00217.0k $975.1k $975.1k 0.34% Reduced -6.0k -6,000
30 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,45715.5k $881.5k $881.5k 0.00% Added +305 +305
31 Strategic Wealth Partners, Ltd. 0.05% of their portfolio INDEPENDENCE, OH 13,02213.0k $742.7k $742.7k 0.05% Reduced -125.1k -125,097
32 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,73311.7k $669.1k $669.1k 0.00% Reduced -61.7k -61,692
33 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 10,75210.8k $613.2k $613.2k 0.01% Reduced -126 -126
34 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 10,29010.3k $586.8k $586.8k 0.00% Added +5.1k +5,146
35 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 10,22310.2k $589.9k $589.9k 0.00% Unchanged
36 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 10,00010.0k $570.3k $570.3k 0.00% Unchanged
37 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 9,8929.9k $563.9k $563.9k 0.00% New
38 PGIM Custom Harvest LLC 0.01% of their portfolio NEWARK, NJ 9,4979.5k $541.6k $541.6k 0.01% Unchanged
39 REDMONT WEALTH ADVISORS LLC 0.29% of their portfolio CHICAGO, IL 8,9809.0k $188.2k $188.2k 0.29% Reduced -1.0k -1,020
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,4658.5k $482.8k $482.8k 0.00% New
41 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 6,4466.4k $367.3k $367.3k 0.01% Reduced -43 -43
42 Madison Park Capital Advisors, LLC 0.30% of their portfolio SEATTLE, WA 6,3766.4k $363.6k $363.6k 0.30% Unchanged
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,9345.9k $338.4k $338.4k 0.00% Unchanged
44 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 5,7645.8k $328.7k $328.7k 0.00% Reduced -148 -148
45 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5,2385.2k $298.7k $298.7k 0.00% Reduced -209 -209
46 Blue Chip Partners, LLC 0.02% of their portfolio FARMINGTON HILLS, MI 5,1705.2k $294.8k $294.8k 0.02% New
47 Empirical Asset Management, LLC 0.08% of their portfolio WELLESLEY, MA 5,1165.1k $291.8k $291.8k 0.08% Unchanged
48 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 4,9885.0k $284.5k $284.5k 0.00% Added +1 +1
49 Winthrop Capital Management, LLC 0.06% of their portfolio Carmel, IN 4,8334.8k $276.0k $276.0k 0.06% Reduced -402 -402
50 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,6064.6k $262.7k $262.7k 0.00% Reduced -1.2k -1,206
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 4,5194.5k $257.7k $257.7k 0.00% Added +62 +62
52 JAMES INVESTMENT RESEARCH, INC. 0.03% of their portfolio ALPHA, OH 4,4544.5k $254.0k $254.0k 0.03% Unchanged
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,3124.3k $246.0k $246.0k 0.00% New
54 CoreCap Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 3,4193.4k $195.0k $195.0k 0.01% Reduced -659 -659
55 Tradewinds Capital Management, LLC 0.04% of their portfolio BELLINGHAM, WA 3,3193.3k $189.3k $189.3k 0.04% Added +7 +7
56 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 3,0723.1k $175.2k $175.2k 0.02% Unchanged
57 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 2,9683.0k $169.3k $169.3k 0.00% Reduced -74 -74
58 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,2892.3k $130.5k $130.5k 0.00% Unchanged
59 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 2,1182.1k $120.8k $120.8k 0.00% Reduced -25 -25
60 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,0552.1k $117.2k $117.2k 0.00% Reduced -11.4k -11,443
61 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,8561.9k $105.8k $105.8k 0.00% Unchanged
62 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 1,3501.4k $77.0k $77.0k 0.00% First filing
63 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 1,1941.2k $70.4k $70.4k 0.00% Added +1.2k +1,184
64 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,1091.1k $63.2k $63.2k 0.00% Added +810 +810
65 Collier Financial 0.03% of their portfolio DENVER, CO 804804 $45.9k $45.9k 0.03% Reduced -373 -373
66 Richard Bernstein Advisors LLC 0.00% of their portfolio NEW YORK, NY 799799 $45.6k $45.6k 0.00% Reduced -1 -1
67 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 605605 $34.5k $34.5k 0.00% Added +1 +1
68 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 600600 $34.2k $34.2k 0.00% New
69 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 540540 $30.8k $30.8k 0.00% Reduced -5.8k -5,813
70 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 507507 $28.9k $28.9k 0.00% Unchanged
71 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 500500 $28.5k $28.5k 0.00% Unchanged
72 COMERICA BANK 0.00% of their portfolio DALLAS, TX 488488 $27.8k $27.8k 0.00% Reduced -37 -37
73 FMR LLC 0.00% of their portfolio BOSTON, MA 254254 $14.5k $14.5k 0.00% Reduced -22 -22
74 VALLEY NATIONAL ADVISERS INC 0.00% of their portfolio BETHLEHEM, PA 245245 $25.0k $25.0k 0.00% Added +155 +155
75 TCTC Holdings, LLC 0.00% of their portfolio DALLAS, TX 231231 $13.2k $13.2k 0.00% Unchanged
76 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 225225 $12.8k $12.8k 0.00% Unchanged
77 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 186186 $10.6k $10.6k 0.00% Reduced -3.0k -3,017
78 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 141141 $8.0k $8.0k 0.00% Unchanged
79 CX Institutional 0.00% of their portfolio AUBURN, IN 123123 $7.0k $7.0k 0.00% Reduced -2.8k -2,776
80 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 109109 $6.2k $6.2k 0.00% Unchanged
81 Fourth Dimension Wealth, LLC 0.00% of their portfolio MIDDLEBURG HEIGHTS, OH 105105 $6.0k $6.0k 0.00% Unchanged
82 AlphaCore Capital LLC 0.00% of their portfolio LA JOLLA, CA 9090 $5.1k $5.1k 0.00% Unchanged
83 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 8686 $4.9k $4.9k 0.00% Unchanged
84 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 7070 $4.0k $4.0k 0.00% New
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3333 $1.9k $1.9k 0.00% Reduced -34 -34
86 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 3030 $1.7k $1.7k 0.00% Reduced -77 -77
87 TRUST CO OF TOLEDO NA /OH/ 0.00% of their portfolio HOLLAND, OH 1717 $970 $970 0.00% Unchanged